Private Banking Associate - Client Wealth & Service Lead

Barclays; Leeds; On-site; GBP 40,000 - 56,000; Full time

Job summary

Barclays in Leeds is seeking a Private Banking Executive to support Relationship Managers in acquiring, servicing and retaining clients, delivering business objectives and handling day-to-day client needs.

You will build trusted relationships with senior stakeholders, ensure high standards of regulatory and risk compliance, and assist with marketing banking and investment products. The role requires attention to detail and strong organisational skills.

Qualifications

• Experience in managing high-net-worth client relationships.
• Strong knowledge of banking products and risk controls.
• Familiarity with KYC/AML and regulatory frameworks.
• Ability to prepare for client meetings and deliver high-quality support.
• Experience in Private Banking or Wealth Management environment.

Responsibilities

• Support Relationship Managers in client onboarding and servicing.
• Assist with marketing and selling banking and investment products.
• Coordinate with Operations and support teams to deliver client outcomes.
• Liaise with senior stakeholders to maintain strong client relationships.
• Ensure compliance with policies and procedures.

Skills

Client relationships

Banking products knowledge

Regulatory compliance (KYC/AML)

Meetings & servicing

Private Banking exp

Organizational skills

Tools

Word

Excel

PowerPoint

Job description

Barclays in Leeds is seeking a Private Banking Executive to support Relationship Managers in acquiring, servicing and retaining clients, delivering business objectives and handling day-to-day client needs.

You will build trusted relationships with senior stakeholders, ensure high standards of regulatory and risk compliance, and assist with marketing banking and investment products. The role requires attention to detail and strong organisational skills.